We'll meet to look at your current strategy and identify areas where you may be taking on unnecessary risk. Our team will design a strategy that emphasizes protection and helps you achieve your ideal retirement. You're invited to an interactive event that will prompt you to rethink what you've been told about retirement planning.
Seats at workshops fill fast. Drawing from decades of financial experience, Sandy Morris lays out a comprehensive guide to retirement based on what you want your future to look like. Avoid missteps along the road to retirement (Psst: Some of the old rules no longer apply!). Manage "retirement paralysis" - the fear or overwhelm that often accompanies important money decisions.
Seats at workshops fill fast. Drawing from decades of financial experience, Sandy Morris lays out a comprehensive guide to retirement based on what you want your future to look like. Avoid missteps along the road to retirement (Psst: Some of the old rules no longer apply!). Manage "retirement paralysis" - the fear or overwhelm that often accompanies important money decisions.
Services
Our Team
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Sandy Morris Financial & Estate Planning Services, LLC is a premier retirement and investment firm in Florida. Sandy Morris, president and founder, and her team of advisors have over 20 years of combined experience helping retirees and pre-retirees in the Tampa Bay area. They have helped over 1,000 Florida families "Get Retirement Right the First Time."
Financial Services
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At Sandy Morris Financial & Estate Planning Services, LLC, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
Medicare Planning
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There's more than one turn on the path to crafting the right Medicare strategy for your retirement future. From medical cost changes to understanding the small-but-mighty differences between the four parts, making Medicare work for you requires more than just signing up. We have partnered with the Medicare professionals at AE Medicare Solutions.
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